Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
51.6K
+ 33.25%
$39.84 - $43.15 $2.06M - $2.23M
207K $8.89M
SMIN
Ishares Msci India Small Cap I

ETFs
37.2K
New
$71.7 - $78.29 $2.66M - $2.91M
37.2K $2.66M
SCHQ
Schwab Strategic Tr Long Term

ETFs
82.1K
New
$30.81 - $32.63 $2.53M - $2.68M
82.1K $2.65M
BAX
Baxter International Inc

Healthcare
120K
+ 809.09%
$21.71 - $31.23 $2.6M - $3.74M
135K $3.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.43K
+ 3.76%
$181.56 - $190.33 $1.17M - $1.22M
177K $33.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
22K
+ 33.71%
$107.66 - $112.36 $2.37M - $2.47M
87.2K $9.72M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
132K
New
$18.82 - $19.8 $2.49M - $2.61M
132K $2.57M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
29.9K
New
$75.44 - $86.33 $2.26M - $2.58M
29.9K $2.54M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.93K
+ 44.63%
$534.91 - $598.71 $2.1M - $2.35M
12.7K $7.16M
TOST
Toast, Inc.

Technology
68.7K
New
$36.51 - $49.3 $2.51M - $3.39M
68.7K $2.51M
FYBR
Frontier Communications Parent, Inc.

Communication Services
65.8K
New
$36.44 - $37.53 $2.4M - $2.47M
65.8K $2.46M
FTLS
First Tr Long/Short Equity ETF

ETFs
35K
New
$65.78 - $69.95 $2.3M - $2.45M
35K $2.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.2K
+ 18.8%
$26.38 - $27.95 $2.01M - $2.13M
482K $13.2M
NDSN
Nordson Corp

Industrials
10.4K
+ 327.44%
$209.25 - $227.98 $2.17M - $2.37M
13.6K $3.08M
PULS
Pgim ETF Tr

ETFs
47.9K
New
$49.58 - $49.83 $2.38M - $2.39M
47.9K $2.39M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.44K
+ 1.65%
$107.15 - $118.05 $368K - $406K
212K $25M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11.5K
+ 249.79%
$103.83 - $179.9 $1.2M - $2.07M
16.1K $2.88M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
97.7K
New
$23.75 - $25.0 $2.32M - $2.44M
97.7K $2.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.2K
+ 38.92%
$68.24 - $73.73 $1.86M - $2.01M
97.2K $7.14M
XLK
Technology Sector Spdr

ETFs
3.59K
+ 7.97%
$250.97 - $282.66 $901K - $1.02M
48.6K $13.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.5K
New
$50.47 - $50.74 $2.25M - $2.26M
44.5K $2.26M
CSWI
Csw Industrials, Inc.

Industrials
7.61K
New
$289.31 - $293.0 $2.2M - $2.23M
7.61K $2.23M
META
Meta Platforms, Inc.

Communication Services
3.34K
+ 5.49%
$695.21 - $791.73 $2.32M - $2.64M
64.1K $47.1M
XOM
Exxon Mobil Corp

Energy
13.1K
+ 8.86%
$105.83 - $117.22 $1.39M - $1.54M
162K $18.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.3K
+ 61.56%
$42.67 - $46.91 $1.76M - $1.94M
108K $5.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
48.7K
+ 10.25%
$24.46 - $26.5 $1.19M - $1.29M
524K $13.8M
JPEM
Jp Morgan Diversified Return

ETFs
36.6K
New
$56.25 - $59.87 $2.06M - $2.19M
36.6K $2.16M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
37.6K
New
$49.31 - $57.77 $1.85M - $2.17M
37.6K $2.14M
VTWV
Vanguard Russell 2000 Value Et

ETFs
13.6K
New
$138.45 - $158.63 $1.88M - $2.16M
13.6K $2.12M
CLOI
Vaneck ETF Tr

ETFs
39.9K
New
$52.8 - $53.1 $2.11M - $2.12M
39.9K $2.12M
DFAI
Dimensional ETF Tr

ETFs
57.9K
New
$34.05 - $36.55 $1.97M - $2.12M
57.9K $2.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.16K
+ 8.87%
$132.9 - $142.03 $1.22M - $1.3M
112K $15.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.34K
+ 2.24%
$135.0 - $146.02 $451K - $488K
152K $22.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.94K
+ 6.06%
$357.4 - $423.42 $693K - $821K
34K $13.8M
GE
General Electric CO

Industrials
4.46K
+ 28.63%
$244.75 - $305.63 $1.09M - $1.36M
20K $6.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.24K
+ 5.29%
$435.72 - $463.74 $976K - $1.04M
44.6K $20.7M
FTHI
First Trust Exchange Traded Fd

ETFs
84.6K
New
$22.76 - $23.92 $1.93M - $2.02M
84.6K $2.01M
CTAS
Cintas Corp

Industrials
10.2K
+ 160.62%
$199.29 - $226.27 $2.02M - $2.3M
16.5K $3.38M
SIL
Global X Silver Miners ETF

ETFs
935
+ 1.16%
$47.34 - $71.63 $44.3K - $67K
81.5K $5.84M
APH
Amphenol Corp

Technology
13.3K
+ 125.24%
$97.39 - $125.4 $1.3M - $1.67M
24K $2.97M
AVXL
Anavex Life Sciences Corp.

Healthcare
221K
+ 99.24%
$8.44 - $13.41 $1.87M - $2.97M
444K $3.95M
RLY
Ssga Active ETF Tr

ETFs
61.3K
New
$29.22 - $30.91 $1.79M - $1.89M
61.3K $1.89M
IBMP
Ishares Tr Ibonds December 202

ETFs
72.9K
New
$25.3 - $25.56 $1.85M - $1.86M
72.9K $1.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
523
+ 1.42%
$420.11 - $472.68 $220K - $247K
37.3K $17.5M
QLC
Flexshares Tr Us Quality Large

ETFs
23.7K
New
$71.04 - $78.06 $1.68M - $1.85M
23.7K $1.85M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.3K
New
$108.08 - $121.73 $1.65M - $1.86M
15.3K $1.84M
QCOM
Qualcomm Inc

Technology
9.89K
+ 44.31%
$145.84 - $173.55 $1.44M - $1.72M
32.2K $5.36M
URG
Ur Energy Inc

Energy
1.01M
New
$1.03 - $1.76 $1.04M - $1.78M
1.01M $1.77M
DFIV
Dimensional ETF Tr

ETFs
38.3K
New
$42.66 - $46.53 $1.64M - $1.78M
38.3K $1.77M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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